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Compare AASF vs. USD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Airlie Australian Share Fund - Active ETF (AASF) and the Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AASF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $1,662.27 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,226.61 | $1,494.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
AASF | USD | |
|---|---|---|
Strategy | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | BHP Group Ltd (10.77 %) CSL Ltd (6.36 %) Commonwealth Bank of Australia (6.35 %) | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) |
Top 3 industries | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | ||
Management fee | 0 % | 0.45 % |
Key Summary
AASF | USD | |
|---|---|---|
Issuer | Airlie | BetaShares |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.45 % |
Price | $3.78 | $15.25 |
Size | N/A | $67.169 million |
10Y return | N/A | 10.35 % |
Annual distribution yield (5Y) | 3.68 % | 2.54 % |
Market | ASX | ASX |
First listed date | 03/06/2020 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AASF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $1,662.27 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,226.61 | $1,494.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AASF | USD | |
|---|---|---|
Pros |
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Cons |
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AASF | USD |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |